IDEA® Document Processing Technology

IDEA® Document Processing Technology

Product Overview and Key Features

Accelerate Mortgage File Accuracy with Intelligent Data Extraction

IDEA (Intelligent Data Extraction and Automation) is LoanLogics’ advanced mortgage document processing solution that automatically identifies, classifies, and extracts key data from loan files. Built to support document-intensive mortgage workflows, IDEA eliminates manual review and accelerates time to audit, underwriting, and delivery.

With precision-engineered automation, IDEA reduces defects, improves loan quality, and provides a critical foundation for downstream mortgage automation and compliance.

IDEA process illustration - data identified, extracted, and classified

Key Features Include:

Automated mortgage document classification

based on investor-specific requirements

AI-powered data extraction

from W-2s, pay stubs, VOEs, tax returns, and more

Built-in rule validation

to detect missing, mismatched, or invalid data

Configurable document stacking

aligned with investor delivery standards

Audit-ready output

to support QC, compliance, and underwriting review

Real-time alerts

to flag document inconsistencies or required corrections

IDEA is the engine behind faster, more accurate mortgage processing

Contact our team to see how IDEA allows lenders, investors, and tech providers to eliminate document handling and validation inefficiencies now.

Technical Specifications

Built for Scale, Accuracy, and Compliance

IDEA is a cloud-native platform that combines intelligent document recognition with advanced data extraction and validation capabilities. Designed to support mortgage lenders and investors processing high volumes of files, IDEA meets today’s demands for speed, auditability, and security.

Integration Highlights:

  • Compatible with major LOS platforms and document repositories
  • Accepts bulk file ingestion and real-time document intake
  • Structured data output for QC systems, loan decision engines, and audit tools
  • Configurable templates for investor-specific stacking and field capture
  • Minimal IT burden with flexible implementation options

Integration Capabilities

Seamlessly Connects with Your Mortgage Technology Stack

IDEA integrates easily into your existing mortgage infrastructure, enhancing your LOS, POS, and QC platforms with intelligent document processing and data validation capabilities. Whether you’re validating loans at intake or prepping them for investor delivery, IDEA plugs into your systems to power end-to-end automation.

Pricing Models

Scalable Pricing for Intelligent Document Automation

IDEA’s pricing is designed to fit the needs of lenders, aggregators, and technology providers across all stages of mortgage processing.

Per-Document or Per-Field Pricing

Scalable usage aligned to loan volume and document types

Learn More

Arrow pointing forward

Tiered Monthly Plans

Ideal for operations with consistent throughput

Learn More

Arrow pointing forward

Enterprise Licensing

Best for integrated, end-to-end mortgage automation deployments

Learn More

Arrow pointing forward

Custom Pricing Models

Tailored based on file complexity, system integration, and validation scope

Learn More

Arrow pointing forward

Reduce manual costs, improve processing efficiency, and gain greater control over your loan quality management system with a pricing model built around your operations.

Free Demo Request

Experience IDEA’s Intelligent Automation in Action

Want to see how IDEA can eliminate manual document review, improve loan data accuracy, and power your automated mortgage workflows?

Request your customized demo to see how IDEA helps:

  • Identify and classify mortgage documents automatically
  • Extract critical borrower and loan data with precision
  • Validate data fields for accuracy and compliance
  • Standardize investor-ready files for faster delivery

See how IDEA fits into your mortgage process, from origination through post-close review.

Implementation Process

Streamlined Deployment for Immediate ROI

IDEA is deployed with a structured onboarding process designed to get your team running quickly and confidently. Most clients are fully operational within 30 to 60 days.

1
Discovery

Analyze current workflows, document formats, and investor criteria

2
Configuration

Set document types, data fields, and rule validations

3
Integration

Connect with LOS, QC, and delivery systems

4
Training

Educate users and admins on system operation and document workflows

5
Go-Live

Begin document ingestion and live validation

6
Optimization

Monitor performance and adjust configurations as needed

IDEA delivers automation ROI from day one—reducing processing time and manual errors while increasing compliance confidence.

Correspondent Technology FAQ

Frequently Asked Questions

IDEA automates the classification and data extraction of mortgage documents. It converts raw PDFs into structured, validated data ready for loan processing, QC, or investor delivery.

IDEA processes income, asset, credit, ID, and collateral documents, including pay stubs, tax returns, W-2s, VOEs, bank statements, and more.

No. IDEA enhances your existing systems by automating document processing and validation. It integrates directly with your tech stack.

Yes. It includes configurable rule logic and templates tailored to specific investor stacking and eligibility requirements.

IDEA is a cloud-native platform with encrypted data handling, access controls, and built-in audit trails.

Most deployments are completed within 30 to 60 days, depending on volume and integration needs.

Mortgage lenders, aggregators, QC teams, and technology providers seeking to reduce manual document review and improve data quality at scale.

Turn Documents Into Data—Fast

IDEA uses machine learning to classify documents and extract data in seconds—reducing errors, costs, and delays. Contact us or request a demo to see how intelligent automation can transform your loan processing.